TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$146K 0.05%
12,221
252
$139K 0.04%
+3,946
253
$136K 0.04%
+12,356
254
$129K 0.04%
+10,070
255
$123K 0.04%
+132,250
256
$109K 0.04%
+33,167
257
$92.5K 0.03%
+15,165
258
$81.1K 0.03%
16,450
259
– –
-11,858
260
– –
-21,658
261
– –
-6,750
262
– –
-34,510
263
– –
-16,323
264
– –
-11,678
265
– –
-23,017
266
– –
-18,676
267
– –
-12,000
268
– –
-15,925
269
– –
-11,040
270
– –
-6,444
271
– –
-29,004
272
– –
-501
273
– –
-400
274
– –
-26,144
275
– –
-6,660
8 9 10
11
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